Challenge
The problem behind the build
The team handled document-heavy onboarding manually, causing slow review cycles, inconsistent extraction, and limited visibility into each case status.
Client
Financial operations team
Industry
Fintech & lending
Timeline
8-10 weeks
Role
Product design, AI workflow, frontend, backend
Solution
What we designed and shipped
We designed a structured intake and review platform where AI extracts document fields first, then operators can validate, edit, and track each case through a clearer workflow.
Product scope
Key features in the experience
Document upload and case grouping
AI field extraction and confidence review
Manual correction workflow
Audit trail for review activity
Dashboard for processing status
Screens
A closer look at the interface
Outcomes
What the project improved
Reduced repetitive data entry
Clearer review ownership
Faster first-pass document checking
More structured onboarding records
Connected services
Services behind this project
More work
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